Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCACX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS C) | 8.86% | 21.56% | 16.04% | 1.37% | 7.05% | 7.55% | 5.99% | … | … |
Data as of 06/03/2026, Common starting date is 03/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCACX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS C) | 03/04/1999 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 21.56 | 16.04 | 1.37 | 7.05 | 7.55 | 5.99 | … | … | 8.86 | 9.51 | 19.86 | 18.00 | -25.15 | -8.73 | 12.34 | 29.46 | -6.11 | 20.56 | 3.38 | 0.36 | 5.96 | 40.74 | 19.30 | -15.87 | 12.11 | 41.85 | -46.49 | 15.28 | 14.84 | 14.38 | 17.23 | 39.54 | -23.36 | -7.37 | 7.27 | 62.92 |
| Sharpe Ratio | NA | 1.66 | 0.92 | -0.06 | 0.28 | NA | NA | … | … | 1.55 | 0.36 | 1.32 | 1.10 | -1.06 | -0.34 | 0.35 | 2.30 | -0.46 | 2.56 | 0.21 | 0.02 | 0.46 | 3.13 | 1.27 | -0.58 | 0.66 | 1.46 | -1.14 | 0.66 | 0.94 | 1.09 | 1.16 | 2.56 | -1.05 | -0.44 | 0.11 | 4.40 |
| Standard Deviation(%) | NA | 12.19 | 14.69 | 19.82 | 19.61 | NA | NA | … | … | 13.78 | 18.39 | 12.35 | 13.21 | 25.26 | 26.00 | 34.65 | 12.19 | 16.52 | 7.82 | 15.39 | 15.85 | 13.03 | 13.00 | 15.34 | 27.33 | 18.10 | 28.56 | 41.51 | 18.55 | 12.20 | 11.07 | 14.04 | 15.18 | 23.34 | 22.70 | 28.92 | 17.31 |
| Draw Down(%) | NA | 10.28 | 19.95 | 42.04 | 42.04 | NA | NA | … | … | 10.28 | 19.77 | 7.78 | 11.85 | 26.53 | 24.86 | 36.38 | 6.13 | 19.69 | 3.41 | 15.25 | 14.28 | 9.93 | 6.37 | 14.27 | 28.86 | 16.97 | 25.23 | 57.09 | 12.47 | 12.66 | 9.48 | 9.99 | 14.82 | 34.94 | 29.87 | 26.98 | 11.99 |
| Yield(%) | 0.00 | 12.22 | 11.15 | 4.58 | 7.28 | 8.33 | 6.55 | … | … | 0.00 | 12.02 | 18.36 | 0.17 | 0.00 | 0.00 | 0.00 | 7.45 | 19.01 | 18.45 | 0.00 | 10.07 | 30.99 | 6.01 | 0.05 | 0.93 | 0.00 | 0.00 | 0.28 | 10.81 | 9.01 | 10.84 | 0.00 | 0.00 | 0.00 | 0.18 | 18.45 | 9.36 |
Data as of 06/03/2026, Common starting date is 03/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCACX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS C) |
-16.79%
Feb 2006 – Feb 2009 |
-5.22%
Feb 2004 – Feb 2009 |
1.26%
Aug 2000 – Aug 2010 |
2.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCACX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS C) |
27.72%
Mar 2003 – Mar 2006 |
21.84%
Feb 2009 – Feb 2014 |
14.12%
Feb 2009 – Feb 2019 |
10.17%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart